Pantheon Macroeconomics

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Global Publications

Below is a list of our Global Publications for the last 6 months. If you are looking for reports older than 6 months please email info@pantheonmacro.com, or contact your account rep

Please use the filters on the right to search for a specific date or topic.

CPI

Global Datanote: October CPI & September IP, India

  • In one line: A December rate cut is only just barely alive; a weak Q3 GDP print could still sway things.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: CPI, Chile, October, 2024

  • In one line: Headline inflation rebounds as electricity tariffs rise.

Andrés Abadía (Chief LatAm Economist)Global

Global Datanote: CPI, Brazil, October, 2024

  • In one line: Rising inflation pressures on the back of bad weather conditions. 

Andrés Abadía (Chief LatAm Economist)Global

Global Datanote: CPI, Mexico, October, 2024

  • In one line: A modest rebound, but the outlook has deteriorated.

Andrés Abadía (Chief LatAm Economist)Global

Global Datanote: Inflation, Switzerland, October 2024

In one line: Downside surprise, SNB will have to ease more than we previously thought.

Melanie Debono (Senior Eurozone Economist)Global

Global Datanote: CPI, India, September

  • In one line: Blame the continued reversal of helpful food base effects; m/m trends are still improving.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: CPI, Mexico, September, 2024

  • In one line: Subdued inflation pressures, allowing Banxico to cut rates further.

Andrés Abadía (Chief LatAm Economist)Global

Global Datanote: CPI, Brazil, September, 2024

  • In one line: A benign inflation report despite a number of threats. 

Andrés Abadía (Chief LatAm Economist)Global

Global Datanote: Advance Inflation, Eurozone, September 2024

In one line: Fall in core confirmed & headline below the ECB’s target; October’s rate cut is a go

Melanie Debono (Senior Eurozone Economist)Global

Global Datanote: August CPI & July IP, India

  • In one line: The improvement in food inflation is real; IP is losing steam, with support from consumer industries fading quickly.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: US CPI, August

Don’t panic, it's noise not signal; the core PCE probably rose by about 0.22%

Ian Shepherdson (Chief Economist, Chairman and Founder)Global

Global Datanote: CPI, Brazil, August, 2024

  • In one line: Subdued pressures in August, but rising expectations cloud the near-term outlook.

Andrés Abadía (Chief LatAm Economist)Global

Global Datanote: CPI, Mexico, August, 2024

  • In one line: Finally falling at the headline level, but politics now a key risk.

Andrés Abadía (Chief LatAm Economist)Global

Global Datanote: CPI, Indonesia, August

  • In one line: Steady headline masks continued food disinflation.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Advance Inflation, Eurozone, August

In one line: Within a touch of the ECB’s target; September’s rate cut is a go

Melanie Debono (Senior Eurozone Economist)Global

Global Datanote: CPI, Brazil, July, 2024

  • In one line:  A mixed picture, as transportation costs rise while food prices decline.

Andrés Abadía (Chief LatAm Economist)Global

Global Datanote: CPI, Mexico, July, 2024

  • In one line: Non-core pressures drive significant gains, offsetting the good news in core.

Andrés Abadía (Chief LatAm Economist)Global

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independent macro research, Global Document Vault, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence,